ICU Reflexivity Report – The Shadow of the Dragon 2026.04.14

Categories

• 0 PORTFOLIO
• 1 CEOs
• 1.1 Mandate of Heaven (BUY)
• 1.11 Modesty
• 1.12 Members Mandate of Heaven 1
• 1.13 Members Mandate Heaven 2
• 1.2 Archives
• 1.21 Mandate of Heaven (Ex)
• 1.22 Uncategorized
• 2 M&A
• 3 INDIVIDUAL
• 4.1 The Mandate Of Heaven
• 4.2 The Value of the Mandate of Heaven
• 5.1 The Prophesies of the I Ching
• 5.2 Merrill Lynch under CEO Stan O'Neal
• 5.3 General Electric – Jack Welch vs Jeff Immelt
• 5.4 Sun Microsystems under Scot McNealy
• 5.5 USA under Bill Clinton
• 6 ON INVESTING
• 6.1 The I Ching – Basic Investment Concepts
• 6.101 George Soros' Reflexivity Theory
• 6.102 Christianson's Disruptive Technology
• 6.103 Technical Analysis Tools
• 6.104 Seasonality and the Stock Market
• 6.105 Asset Allocation
• 6.106 The Fed
• 6.107 Capitalism
• 6.108 Hedge Funds
• 6.109 Sector Selection
• 6.110 Stock Selection
• 6.2 The I Ching – Basic Investment Rules
• 6.201 The Corporate Elements
• 6.202 Buying and Selling Stocks
• 6.203 Research
• 6.204 Do not doubt the Oracle
• 6.205 The Decision Making Process
• 6.206 The Proper Frame of Mind
• 6.207 Investment Rules
• 6.208 Asking the Question
• 7.1 About the I Ching
• 7.11 A Book of Ethics
• 7.12 Rediscovering the I Ching
• 7.13 The I Ching's Basics
• 7.2 HEXAGRAMS
• 8.1 About me
• 8.11 My Personal Journey
• 8.12 Why I Wrote this Manual
• 8.13 Why I Left Merrill Lynch
• 8.14 The 2002 and the 2012 versions of the manual
• 8.2 Coaching
• 8.3 Books
• 8.4 Articles
• 9 COMMENTS